Bukalapak (BUKA IJ) - Opportunity from Adversity
Bukalapak saw some dramatic improvements in both take rates and contribution margins in 3Q2022, with more to come in 4Q2022 and beyond, from both...
683 Views
Bank Central Asia (BBCA IJ) - The Mother of Connection
A conversation with Bank Central Asia post results revealed some interesting near-term and longer-term trends and initiatives as the economy...
784 Views
2023 High Conviction - GoTo - Burnt Through All Cash From the IPO, Weakest Cash Position Among Peers
In Mar 2022, GoTo (GOTO IJ) raised around US$1bn from what was essentially a domestic Indonesian IPO. At its current cash burn pace, the company...
937 Views
GoTo IPO Lockup Expiry - US$13bn Lockup Release or in Other Words, the Real IPO
In Mar 2022, GoTo raised around US$1bn from what was essentially a domestic Indonesian IPO. Its pre-IPO shareholders will be released from their...
870 Views
ECM Weekly (13th Nov 2022) - I-Tail, Blibli, Nykaa, PB Fin, Five Star, Archean, GDRs, Axis Bank
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
645 Views